Our registered representative will explain the wide array of investment options available to you and will recommend products to support your investment plan by customizing an investment portfolio to meet your objectives.

Investment services include:

Mutual Funds

IRA Investing

Traditional

Roth

Personal Investment Planning

Educational Savings Plans

529 College America Plans

Tax Deferred Annuities

Small Business Retirement Plans

SEP/IRAs

401(k) Profit Sharing Plans

403(b) Retirement Plans

Life Insurance

Long-Term Care

Discount Brokerage Services

Investment products and certain insurance products offered through Sorrento Pacific Financial, LLC (SPF) a registered broker dealer (member FINRA/SIPC) are not affiliated with The Merchants National Bank of Sacramento. Investment representatives are employed by Merchants National Bank and registered through SPF.

Financial Consultant, Steven C. Lim, is insurance licensed and can conduct Securities business in the State of California. California Insurance License #0D21626